SAN FRANCISCO BALLET ASSOCIATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SAN FRANCISCO BALLET ASSOCIATION (EIN 94-1415298)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-05
- IRS object ID
- 202331259349302553
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-05T16:52:03-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941415298 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN FRANCISCO BALLET ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANF | BusinessNameControlTxt |
| Phone | 4158615600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 FRANKLIN STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT H FORE III | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 4158615600 | PhoneNum |
| Signature | 2023-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | FORE III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL ROMANO | PreparerPersonNm |
| PTIN | P00504182 | PTIN |
| Phone | 2125990100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIELLE ST GERMAIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 FRANKLIN STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $68,441,838 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SFBALLET.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1933 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SF BALLET'S MISSION IS TO SHARE OUR JOY OF DANCE WITH THE WIDEST POSSIBLE AUDIENCE. (SEE SCH. O) SF BALLET AIMS TO REACH AUDIENCES BOTH LOCALLY AND AROUND THE WORLD, AND TO PROVIDE THE HIGHEST CALIBER OF DANCE TRAINING IN OUR SCHOOL. WE SEEK TO ENHANCE OUR POSITION AS ONE OF THE WORLD'S FINEST DANCE COMPANIES THROUGH OUR VITALITY, INNOVATION AND DIVERSITY, AND THROUGH OUR UNCOMPROMISING COMMITMENT TO ARTISTIC EXCELLENCE BASED IN THE CLASSICAL BALLET TRADITION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 55 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 54 | VotingMembersIndependentCnt |
| Total Employee | 677 | TotalEmployeeCnt |
| Total Volunteers | 423 | TotalVolunteersCnt |
| Total Gross UBI | $174,182 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $131,101 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $22,551,597 | PYContributionsGrantsAmt |
| CY Contributions Grants | $38,232,184 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,909,025 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $23,502,648 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20,170 | PYInvestmentIncomeAmt |
| CY Investment Income | $26,610 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,296,206 | PYOtherRevenueAmt |
| CY Other Revenue | $1,877,505 | CYOtherRevenueAmt |
| PY Total Revenue | $32,776,998 | PYTotalRevenueAmt |
| CY Total Revenue | $63,638,947 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,058,181 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,445,347 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $27,390,763 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $37,094,761 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,176,747 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,851,457 | PYOtherExpensesAmt |
| CY Other Expenses | $14,901,421 | CYOtherExpensesAmt |
| PY Total Expenses | $39,300,401 | PYTotalExpensesAmt |
| CY Total Expenses | $53,441,529 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,523,403 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,197,418 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $40,889,067 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,086,752 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $70,772,929 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $53,640,202 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$29,883,862 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$16,553,450 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $38,508,110 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $18,287,039 | RevenueAmt |
| Desc | UNDER THE DIRECTION OF HELGI TOMASSON FOR THREE DECADES, THE ASSOCIATION HAS ACHIEVED AN INTERNATIONAL REPUTATION AS ONE OF THE PREEMINENT BALLET COMPANIES IN THE WORLD. DURING THE FISCAL YEAR, THE COMPANY PERFORMED AT A LOCAL FESTIVAL, PRESENTED 29 PERFORMANCES OF THE NUTCRACKER, 20 PERFORMANCES OF DON QUIXOTE AND SWAN LAKE, AND 44 PERFORMANCES SPREAD OUT OVER FIVE OTHER PROGRAMS REPRESENTING CLASSICAL, NEOCLASSICAL AND CONTEMPORARY BALLET WORKS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,412,349 | ExpenseAmt |
| Grant | $1,078,497 | GrantAmt |
| Revenue | $5,168,478 | RevenueAmt |
| Desc | THE ASSOCIATION OPERATES THE SAN FRANCISCO BALLET SCHOOL AND A STUDENT RESIDENCE. OVER 500 STUDENTS ARE ENROLLED IN THE SCHOOL AND 52 ADVANCED STUDENTS FROM ACROSS THE US AND AROUND THE WORLD RESIDE IN THE STUDENT RESIDENCE. THE BALLET SCHOOL CURRICULUM IS DESIGNED AND TAUGHT BY AN EMINENT FACULTY, EMPHASIZING A STRONG CLASSICAL TECHNIQUE AND A FLOW OF MOVEMENT THAT SUGGESTS A SENSE OF ENERGY, FREEDOM, AND JOY - REFLECTING THE KIND OF DANCING FAVORED BY THE BALLET. GIRLS AND BOYS AGED 8 TO 18 FOLLOW A STRUCTURED SEQUENCE OF TRAINING STAGES DESIGNED TO INCREASE THEIR TECHNICAL SKILLS, STAMINA, AND DISCIPLINE IN ACCORDANCE WITH THEIR AGE AND PHYSICAL DEVELOPMENT. THE PROGRAM INCLUDES CLASSES IN TECHNIQUE, POINTE WORK, PAS DE DEUX, MEN'S TECHNIQUE, CONDITIONING, CONTEMPORARY DANCE, DANCE HISTORY, AND MUSIC. (SEE SCH. O)SEMINARS ON NUTRITION AND RELATED ISSUES ARE OFFERED THROUGHOUT THE SCHOOL YEAR. THE BALLET SCHOOL PROVIDES A LIMITED NUMBER OF TUITION AND HOUSING SCHOLARSHIPS TO INTERMEDIATE AND ADVANCED LEVEL STUDENTS BASED ON THEIR FINANCIAL NEED OR POTENTIAL TO ACHIEVE A PROFESSIONAL CAREER IN BALLET. MORE THAN SIXTY PERCENT OF THE DANCERS IN THE BALLET'S PROFESSIONAL COMPANY TRAINED IN THE SCHOOL. STUDENTS HAVE ALSO GONE ON TO DANCE WITH SUCH COMPANIES AS ENGLISH NATIONAL BALLET, DUTCH NATIONAL BALLET; ROYAL NEW ZEALAND BALLET, ROYAL WINNIPEG BALLET, VIENNA OPERA BALLET, HAMBURG BALLET, NEW YORK CITY BALLET, AMERICAN BALLET THEATRE, JOFFREY BALLET, HOUSTON BALLET, PACIFIC NORTHWEST BALLET, BOSTON BALLET, OREGON BALLET THEATRE, WASHINGTON BALLET, MIAMI CITY BALLET, PITTSBURGH BALLET THEATER, PENNSYLVANIA BALLET, AND ATLANTA BALLET, AMONG OTHERS. THE BALLET SCHOOL ALSO OPERATES SUMMER SESSIONS IN SAN FRANCISCO FOR PROFESSIONAL BALLET CAREER-BOUND STUDENTS FROM THE U.S. AND ABROAD. SF BALLET SCHOOL OFFERS SCHOLARSHIPS TO TALENTED YOUNGSTERS RECRUITED FROM SF PUBLIC SCHOOLS THROUGH THE COMMUNITY SCHOLARSHIP PROGRAM. ADDITIONAL PROGRAMMING INCLUDES PRE-BALLET CLASSES FOR CHILDREN AGES 4-7, ADULT OPEN BALLET CLASSES, MASTER CLASSES, SPECIALLY-DESIGNED DANCE CLASSES FOR SENIORS AND ADULTS WITH PARKINSON'S DISEASE, AND A WEEK-LONG BALLET CAMP FOR ADULTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $668,587 | ExpenseAmt |
| Grant | $309,485 | GrantAmt |
| Revenue | $47,131 | RevenueAmt |
| Desc | THE ASSOCIATION PROVIDES DANCE EDUCATION PROGRAMS IN K-12 SCHOOLS AND THE COMMUNITY AT LARGE, SOMETIMES IN COORDINATION WITH OTHER COMMUNITY-BASED ORGANIZATIONS, AND THEY ARE GEARED TO CHILDREN, YOUTH, FAMILIES, AND ADULTS. THE DANCE IN SCHOOLS AND COMMUNITIES (DISC) PROGRAM IS THE LARGEST OFFERING TARGETING YOUTH, AND IT PROVIDES FREE INTERACTIVE DANCE EDUCATION TO APPROXIMATELY 2,500 STUDENTS IN 38 SAN FRANCISCO UNIFIED SCHOOL DISTRICT EARLY EDUCATION AND ELEMENTARY SCHOOLS THROUGH A RESIDENCY EACH YEAR. (SEE SCH. O)ADDITIONAL PROGRAMS INCLUDE PROFESSIONAL DEVELOPMENT FOR CLASSROOM TEACHERS, WORKSHOPS FOR THE SPECIAL NEEDS COMMUNITY AND FAMILIES, AFTER-SCHOOL DANCE CLASSES, A SUMMER DANCE CAMP, ADULT EDUCATION PROGRAMS FOR LEARNERS AT ALL LEVELS, AND STUDENT MATINEES GEARED TO SCHOOL GROUPS WHO WISH TO SEE A LIVE PERFORMANCE OF SAN FRANCISCO BALLET. AN ESTIMATED 20,000 COMMUNITY MEMBERS ARE ENGAGED IN THE ASSOCIATION'S EDUCATION PROGRAMS ANNUALLY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $57,365 | ExpenseAmt |
| Grant | $57,365 | GrantAmt |
| Revenue | $40,175 | RevenueAmt |
| Desc | THE ARTISTS RESERVE FUND IS ESTABLISHED BY A COLLECTIVE BARGAINING AGREEMENT BETWEEN THE BALLET AND THE AMERICAN GUILD OF MUSICAL ARTISTS (AGMA), THE DANCERS AND STAGE MANAGERS UNION. EACH YEAR, A COMMITTEE OF BALLET REPRESENTATIVES, ARTISTS, AND A UNION REPRESENTATIVE MEET TO GRANT MONEY FROM THE ARTISTS' RESERVE FUND TO ELIGIBLE ARTISTS TO ASSIST WITH FUNDING FOR THEIR CAREER TRANSITION ACTIVITIES.RENTAL INCOME - THE ASSOCIATION RENTS OUT ITS CONFERENCE ROOM AND STUDIO SPACE. IN ADDITION, THE ASSOCIATION PERIODICALLY RENTS OUT SETS AND COSTUMES TO OTHER BALLET COMPANIES AND DANCERS. ALL RENTALS ARE IN FURTHERANCE OF THE BALLET'S EXEMPT PURPOSE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $57,365 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $57,365 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $40,175 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $44,646,411 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 140 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 677 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 55 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 54 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT H FORE III | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4158615600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 FRANKLIN STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (67 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HELGI TOMASSON THRU 0622 | ||||||||||
| ARTISTIC DIR & PRIN. CHOREOGRAPHER | 50.00 | 0.00 | Yes (X) | $658,158 | $0 | -$76,349 | ||||
| SONIA H EVERS | ||||||||||
| CO-CHAIR OF THE BOARD | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| ROBERT G SHAW | ||||||||||
| CO-CHAIR OF THE BOARD | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| CARL F PASCARELLA | ||||||||||
| PRESIDENT & IMMEDIATE PAST CHAIR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| JAMES H HERBERT II | ||||||||||
| VICE CHAIR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| LUCY JEWETT | ||||||||||
| VICE CHAIR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| DIANE B WILSEY | ||||||||||
| VICE CHAIR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| JENNIFER J MCCALL | ||||||||||
| SECRETARY | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| SUSAN S BRIGGS | ||||||||||
| ASSISTANT SECRETARY | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| NANCY KUKACKA | ||||||||||
| TREASURER | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| JOLA ANDERSON | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KRISTEN A AVANSINO | ||||||||||
| TRUSTEE (THRU 05/22) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD C BARKER | ||||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN S BERGMAN | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LYDIA BERGMAN | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| GARY BRIDGE | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTINE LEONG CONNORS | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID C COX | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LISA DANIELS | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN P DIEKMAN | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SHELBY M GANS | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR RICHARD GIBBS | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BETH GROSSMAN | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MONICA L GROSSMAN | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS E HORN | ||||||||||
| TRUSTEE | 2.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| HIRO IWANAGA | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR THOMAS M JACKSON | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAYSON JOHNSON | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES C KATZMAN | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| YASUNOBU KYOGOKU | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KELSEY LAMOND | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT LEE-RUIZ | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRENDA LEFF | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARIE O'GARA LIPMAN | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID LYON | ||||||||||
| TRUSTEE (AS OF 11/21) | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALISON MAUZE | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARISSA MAYER | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEFF MINICK | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN S OSTERWEIS | ||||||||||
| TRUSTEE | 10.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN T PALMER | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| YURIE PASCARELLA | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRITZ QUATTLEBAUM | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTINE RUSSELL | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RANDEE SEIGER | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTINE E SHERRY | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLOTTE MAILIARD SHULZ | ||||||||||
| TRUSTEE (THRU 12/21) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CATHERINE SLAVONIA | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID HOOKER SPENCER | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRAN A STREETS | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JULIE SUPAN | ||||||||||
| TRUSTEE (AS OF 11/21) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JUDY C SWANSON | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD J THALHEIMER | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JENNIFER M WALSKE | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| TIMOTHY C WU | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAREINA YEE | ||||||||||
| TRUSTEE (AS OF 11/21) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ZHENYA YODER | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JANICE HANSEN ZAKIN | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DANIELLE ST GERMAIN | ||||||||||
| EXECUTIVE DIRECTOR | 28.00 | 22.00 | $376,448 | $0 | $16,172 | Yes (X) | ||||
| ROBERT H FORE III | ||||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 10.00 | $159,826 | $39,957 | $25,102 | Yes (X) | ||||
| MARTIN WEST | ||||||||||
| MUSIC DIRECTOR & PRIN. CONDUCTOR | 50.00 | 0.00 | $225,370 | $0 | $27,530 | Yes (X) | ||||
| DEBRA ANN BERNARD | ||||||||||
| GENERAL MANAGER (THRU 10/21) | 50.00 | 0.00 | $185,635 | $0 | $12,995 | Yes (X) | ||||
| MURRAY BOGNOVITZ | ||||||||||
| DIRECTOR OF INFORMATION TECHNOLOGY | 40.00 | 0.00 | $211,354 | $0 | $8,539 | Yes (X) | ||||
| PATRICK ARMAND GONTARD | ||||||||||
| DIR OF SAN FRANCISCO BALLET SCHOOL | 40.00 | 0.00 | $188,972 | $0 | $13,674 | Yes (X) | ||||
| FRANCES FLAHERTY | ||||||||||
| PRINCIPAL DANCER | 40.00 | 0.00 | $162,807 | $0 | $35,597 | Yes (X) | ||||
| SASHA E DE SOLA | ||||||||||
| PRINCIPAL DANCER | 40.00 | 0.00 | $154,996 | $0 | $26,126 | Yes (X) | ||||
| ANGELO GRECO | ||||||||||
| PRINCIPAL DANCER | 40.00 | 0.00 | $154,931 | $0 | $26,042 | Yes (X) | ||||
| KELLY H TWEEDDALE | ||||||||||
| FORMER EXECUTIVE DIR (THRU 06/21) | 50.00 | 0.00 | $469,889 | $0 | $15,332 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,948,386 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $39,957 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $130,760 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 47 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BEVILACQUA & SONS INC | |||||
| 451 VICTORY AVE SUITE 5 | SOUTH SAN FRANCISCO | CA | 94080 | CONSTRUCTION PROJECT | $1,381,135 |
| J RICCARDO BENAVIDES EVENT STYLING INC | |||||
| 1055 CA ST STE 2 | SAN FRANCISCO | CA | 94108 | EVENT PLANNING | $401,299 |
| MOGO MARKETING AND MEDIA INC | |||||
| 900 LARKSPUR LANDING CIR | LARKSPUR | CA | 94939 | ADVERTISING AND MARKETING | $201,437 |
| PILLSBURY WINTHROP SHAW & PITTMAN | |||||
| 2550 HANOVER STREET | PALO ALTO | CA | 94304 | LEGAL SERVICES | $184,477 |
| GRANT THORNTON LLP | |||||
| PO BOX 51552 | LOS ANGELES | CA | 90051 | TAX AND AUDIT SERVICES | $178,619 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $33,000 | FederatedCampaignsAmt |
| Membership Dues | $20,673,462 | MembershipDuesAmt |
| Fundraising | $5,151,485 | FundraisingAmt |
| Related Organizations | $5,370,721 | RelatedOrganizationsAmt |
| Government Grants | $7,003,516 | GovernmentGrantsAmt |
| Noncash Contributions | $1,811,122 | NoncashContributionsAmt |
| Total Contributions | $38,232,184 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PERFORMANCE & TOURING | 711120 | $18,287,039 | $18,287,039 |
| SCHOOL & STUDENT HOUSING | 900099 | $5,168,478 | $5,168,478 |
| OUTREACH | 900099 | $47,131 | $47,131 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $23,502,648 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,082 | TotalRevenueColumnAmt |
| Exclusion | $30,082 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,083 | TotalRevenueColumnAmt |
| Exclusion | $13,083 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $432,538 | RealAmt |
| Personal | $40,175 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $193,761 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $238,777 | RealAmt |
| Personal | $40,175 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $278,952 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,175 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $142,407 | UnrelatedBusinessRevenueAmt |
| Exclusion | $96,370 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,643,323 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,646,795 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$3,472 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,472 | TotalRevenueColumnAmt |
| Exclusion | -$3,472 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,633,237 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $5,151,485 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $2,573,143 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$939,906 | TotalRevenueColumnAmt |
| Exclusion | -$939,906 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $536,302 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $389,192 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $147,110 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $31,775 | UnrelatedBusinessRevenueAmt |
| Exclusion | $115,335 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| EMPLOYEE RETENTION TAX CREDIT | 900099 | $1,474,088 | $1,474,088 |
| FACILITY FEE | 900099 | $903,001 | $903,001 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,177 | TotalRevenueColumnAmt |
| Exclusion | $1,177 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,378,266 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,638,947 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,542,823 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $174,182 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,689,758 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,445,347 | TotalAmt |
| Program Services | $1,445,347 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,189,884 | TotalAmt |
| Program Services | $1,567,380 | ProgramServicesAmt |
| Management And General | $622,504 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $459,492 | TotalAmt |
| Program Services | $85,231 | ProgramServicesAmt |
| Management And General | $374,261 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,038,394 | TotalAmt |
| Program Services | $23,168,984 | ProgramServicesAmt |
| Management And General | $1,629,443 | ManagementAndGeneralAmt |
| Fundraising | $1,239,967 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,345,149 | TotalAmt |
| Program Services | $2,299,852 | ProgramServicesAmt |
| Management And General | $18,286 | ManagementAndGeneralAmt |
| Fundraising | $27,011 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,671,973 | TotalAmt |
| Program Services | $3,333,169 | ProgramServicesAmt |
| Management And General | $228,974 | ManagementAndGeneralAmt |
| Fundraising | $109,830 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,389,869 | TotalAmt |
| Program Services | $2,088,940 | ProgramServicesAmt |
| Management And General | $194,084 | ManagementAndGeneralAmt |
| Fundraising | $106,845 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $544,845 | TotalAmt |
| Program Services | $86,165 | ProgramServicesAmt |
| Management And General | $458,680 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,385 | TotalAmt |
| Management And General | $116,385 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,711 | TotalAmt |
| Management And General | $3,711 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,312,744 | TotalAmt |
| Program Services | $261,108 | ProgramServicesAmt |
| Management And General | $1,019,943 | ManagementAndGeneralAmt |
| Fundraising | $31,693 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,766,584 | TotalAmt |
| Program Services | $1,763,682 | ProgramServicesAmt |
| Management And General | $2,902 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,305,673 | TotalAmt |
| Program Services | $982,899 | ProgramServicesAmt |
| Management And General | $133,413 | ManagementAndGeneralAmt |
| Fundraising | $189,361 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $562,284 | TotalAmt |
| Program Services | $13,111 | ProgramServicesAmt |
| Management And General | $523,738 | ManagementAndGeneralAmt |
| Fundraising | $25,435 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $629,589 | TotalAmt |
| Program Services | $629,589 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,282,579 | TotalAmt |
| Program Services | $1,782,063 | ProgramServicesAmt |
| Management And General | $475,061 | ManagementAndGeneralAmt |
| Fundraising | $25,455 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $489,401 | TotalAmt |
| Program Services | $447,950 | ProgramServicesAmt |
| Management And General | $21,299 | ManagementAndGeneralAmt |
| Fundraising | $20,152 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,427,899 | TotalAmt |
| Management And General | $1,427,899 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,343,629 | TotalAmt |
| Program Services | $1,091,947 | ProgramServicesAmt |
| Management And General | $195,063 | ManagementAndGeneralAmt |
| Fundraising | $56,619 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $417,658 | TotalAmt |
| Program Services | $1,397 | ProgramServicesAmt |
| Management And General | $416,261 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| COSTUME SETS AND PROPS | $750,747 | $750,747 | ||
| DANCE MEDICINE | $735,868 | $718,851 | $17,017 | |
| EQUIPMENT EXPENSE | $331,844 | $217,807 | $405 | $113,632 |
| UBI TAXES | $30,507 | $30,507 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $849,474 | TotalAmt |
| Program Services | $1,910,192 | ProgramServicesAmt |
| Management And General | -$1,387,675 | ManagementAndGeneralAmt |
| Fundraising | $326,957 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,441,529 | TotalAmt |
| Program Services | $44,646,411 | ProgramServicesAmt |
| Management And General | $6,618,371 | ManagementAndGeneralAmt |
| Fundraising | $2,176,747 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,089,870 | BOYAmt |
| EOY | $6,850,001 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,268 | BOYAmt |
| EOY | $289,601 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,798,522 | BOYAmt |
| EOY | $2,388,194 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,337,504 | BOYAmt |
| EOY | $182,871 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,649 | BOYAmt |
| EOY | $53,733 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,260,460 | BOYAmt |
| EOY | $1,491,283 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $66,877,387 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $47,946,703 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,127,411 | BOYAmt |
| EOY | $18,930,684 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $624,861 | BOYAmt |
| EOY | $626,349 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,448,522 | BOYAmt |
| EOY | $6,274,036 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,889,067 | BOYAmt |
| EOY | $37,086,752 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,998,125 | BOYAmt |
| EOY | $6,122,215 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,426,060 | BOYAmt |
| EOY | $6,160,198 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,185,254 | BOYAmt |
| EOY | $29,363,001 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,975,000 | BOYAmt |
| EOY | $3,900,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,188,490 | BOYAmt |
| EOY | $8,094,788 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,772,929 | BOYAmt |
| EOY | $53,640,202 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$30,937,657 | BOYAmt |
| EOY | -$19,488,033 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,053,795 | BOYAmt |
| EOY | $2,934,583 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$29,883,862 | BOYAmt |
| EOY | -$16,553,450 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,889,067 | BOYAmt |
| EOY | $37,086,752 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $10,197,418 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$71,000 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,203,994 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,972,227 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,104,832 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,632,543 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,551,597 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,232,184 | CurrentTaxYearAmt |
| Total | $139,493,383 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,972,227 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,104,832 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,632,543 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,551,597 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,232,184 | CurrentTaxYearAmt |
| Total | $139,493,383 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,020,307 | SubstantialContributorsTotAmt |
| Public Support Total170 | $137,473,076 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $221,983 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $269,621 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $249,953 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $112,514 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $139,535 | CurrentTaxYearAmt |
| Total | $993,606 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,392 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,477 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $131,101 | CurrentTaxYearAmt |
| Total | $144,970 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,470,973 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,621,063 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,426,727 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,296,504 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,537,415 | CurrentTaxYearAmt |
| Total | $8,352,682 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $148,984,641 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $99,792,120 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92270 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91140 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME INCLUDES RECOGNIZED GROSS INCOME FROM FUNDRAISING OF $1,633,237, FACILITIES FEES OF $903,001 AND OTHER INCOME OF $1,177. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $137,456,934 | BeginningYearBalanceAmt |
| Contributions | $5,064,092 | ContributionsAmt |
| Investment Earnings Or Losses | -$21,036,485 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,699,663 | OtherExpendituresAmt |
| End Year Balance | $112,784,878 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $113,923,812 | BeginningYearBalanceAmt |
| Contributions | $2,740,493 | ContributionsAmt |
| Investment Earnings Or Losses | $29,074,149 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,281,520 | OtherExpendituresAmt |
| End Year Balance | $137,456,934 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $124,452,193 | BeginningYearBalanceAmt |
| Contributions | $499,569 | ContributionsAmt |
| Investment Earnings Or Losses | $457,454 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,340,468 | OtherExpendituresAmt |
| Administrative Expenses | $2,144,936 | AdministrativeExpensesAmt |
| End Year Balance | $113,923,812 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $125,015,507 | BeginningYearBalanceAmt |
| Contributions | $2,516,119 | ContributionsAmt |
| Investment Earnings Or Losses | $6,070,692 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,334,967 | OtherExpendituresAmt |
| Administrative Expenses | $815,158 | AdministrativeExpensesAmt |
| End Year Balance | $124,452,193 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $119,047,942 | BeginningYearBalanceAmt |
| Contributions | $7,701,230 | ContributionsAmt |
| Investment Earnings Or Losses | $6,198,570 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,932,235 | OtherExpendituresAmt |
| End Year Balance | $125,015,507 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.31480 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.68520 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,519,388 | OtherCostOrOtherBasisAmt |
| Book Value | $4,519,388 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,197,644 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,726,752 | DepreciationAmt |
| Book Value | $13,470,892 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $438,519 | OtherCostOrOtherBasisAmt |
| Depreciation | $56,549 | DepreciationAmt |
| Book Value | $381,970 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,235,297 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,235,297 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,486,539 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,928,105 | DepreciationAmt |
| Book Value | $558,434 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,930,684 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RESTRICTED CASH | $2,437,191 |
| DUE FROM SAN FRANCISCO BALLET ENDOWMENT FOUNDATION | $2,988,214 |
| DEFINED CONTRIBUTION PLAN ASSET | $526,068 |
| BOND ISSUANCE COSTS | $297,012 |
| SCHOOL SUSPENSE | $25,551 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,274,036 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST RATE SWAP LIABILITY | $3,611,085 |
| PPP LOAN | $2,523,985 |
| POST-RETIREMENT BENEFIT OBLIGATION | $1,265,443 |
| DEFINED CONTRIBUTION PLAN LIABILITY | $525,460 |
| CAPITAL LEASE OBLIGATION | $167,660 |
| REFUNDABLE GRANT ADVANCE | $1,155 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,094,788 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ASC 740 (FIN 48) FOOTNOTE THE ASSOCIATION FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE ASSOCIATION IS ALSO EXEMPT FROM CALIFORNIA FRANCHISE TAXES UNDER REVENUE AND TAXATION CODE SECTION 23701D ON ITS INCOME OTHER THAN UNRELATED BUSINESS INCOME. THE BALLET HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED BUSINESS INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE ASSOCIATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THERE WERE NO TAX PENALTIES OR INTEREST CLASSIFIED AS TAX EXPENSE FOR THE YEAR ENDED JUNE 30, 2022. |
| PART V, LINE 1A: | THE ENDOWMENT FUNDS BALANCE IS COMPRISED OF BOTH THE ASSOCIATION'S QUASI-ENDOWMENT BALANCE COMBINED WITH THE ENDOWMENT FOUNDATION FUND'S BALANCE. SCHEDULE D, PART V, LINE 4: INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS RESERVE LIQUIDITY FOR PURPOSES INCLUDING, BUT NOT LIMITED TO, MEETING COLLATERAL POSTING REQUIREMENTS ON THE ASSOCIATION'S INTEREST RATE SWAP AGREEMENT. |
| PART X, LINE 1: | PPP LOAN ON APRIL 15, 2020, THE BALLET RECEIVED A SMALL BUSINESS ADMINISTRATION ("SBA") LOAN THROUGH THE PAYCHECK PROTECTION PROGRAM IN THE AMOUNT OF $7,321,200 WHICH WAS USED PRIMARILY FOR PAYROLL COSTS BUT ALSO COVERED MORTGAGE INTEREST, RENT, AND UTILITY COSTS INCURRED AND PAID DURING THE COVERED PERIOD THROUGH AUGUST 13, 2020. THE SBA PARTIALLY FORGAVE THIS LOAN ON DECEMBER 14, 2021. THE REMAINING BALANCE CARRIES A FIXED INTEREST RATE OF 1% AND THE BALLET IS MAKING MONTHLY PAYMENTS UNTIL APRIL 15, 2025, WHEN FINAL PAYMENT IS DUE. ON JUNE 8, 2021, THE BALLET RECEIVED ANOTHER LOAN THROUGH THE PAYCHECK PROTECTION PROGRAM IN THE AMOUNT OF $2,000,000 WHICH WAS FORGIVEN BY THE SBA ON JULY 18, 2022. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | OPENING NIGHT GALA | Event1Nm |
| Gross Receipts Event1 | $3,442,171 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $2,760,110 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $682,061 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $58,753 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $346,815 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $20,615 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $680,150 | OtherDirectExpensesEvent1Amt |
| Event2 | EXECUTIVE DIRECTOR FAREWELL | Event2Nm |
| Gross Receipts Event2 | $1,608,441 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,360,689 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $247,752 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $19,068 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $164,151 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $15,226 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $551,387 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,734,110 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,030,686 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $703,424 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $48,685 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $350,099 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $11,416 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $306,778 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $6,784,722 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $5,151,485 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,633,237 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $126,506 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $861,065 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $47,257 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,538,315 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $2,573,143 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$939,906 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| TUITION SCHOLARSHIPS | 281 | $988,363 |
| HOUSING SCHOLARSHIPS | 41 | $342,919 |
| ARTISTS RESERVE FUND | 27 | $57,365 |
| STUDENT STIPENDS | 10 | $56,700 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS THE BALLET SCHOOL PROVIDES A LIMITED NUMBER OF SCHOLARSHIPS TO INTERMEDIATE AND ADVANCED LEVEL STUDENTS BASED ON THEIR FINANCIAL NEED OR POTENTIAL TO ACHIEVE A PROFESSIONAL CAREER IN BALLET. STUDENT STIPENDS ARE GIVEN TO THOSE SELECTED FOR THE TRAINEE PROGRAM TO HELP COVER VARIOUS EXPENSES. STUDENTS' PROGRESS AND ENROLLMENT IS MONITORED AS A ROUTINE PART OF THEIR BALLET SCHOOL STUDIO WORK. IN ADDITION, THE ARTIST RESERVE FUND HAS BEEN ESTABLISHED BY COLLECTIVE BARGAINING AGREEMENT FOR THE PURPOSE OF ENHANCING THE EFFORTS OF THE SAN FRANCISCO BALLET TO ASSIST SAN FRANCISCO DANCERS WITH CAREER TRANSITION ACTIVITIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (1) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HELGI TOMASSON THRU 0622 | ||||||||||||||
| ARTISTIC DIR & PRIN. CHOREOGRAPHER | $658,158 | $0 | $0 | $0 | $0 | $0 | -$113,827 | $0 | $37,478 | $0 | $581,809 | $0 | $0 | $0 |
| KELLY H TWEEDDALE | ||||||||||||||
| FORMER EXECUTIVE DIR (THRU 06/21) | $265,014 | $0 | $0 | $0 | $204,875 | $0 | $0 | $0 | $15,332 | $0 | $485,221 | $0 | $0 | $0 |
| DANIELLE ST GERMAIN | ||||||||||||||
| EXECUTIVE DIRECTOR | $376,448 | $0 | $0 | $0 | $0 | $0 | $8,700 | $0 | $7,472 | $0 | $392,620 | $0 | $0 | $0 |
| MARTIN WEST | ||||||||||||||
| MUSIC DIRECTOR & PRIN. CONDUCTOR | $225,370 | $0 | $0 | $0 | $0 | $0 | $7,101 | $0 | $20,429 | $0 | $252,900 | $0 | $0 | $0 |
| ROBERT H FORE III | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $159,826 | $39,957 | $0 | $0 | $0 | $0 | $0 | $0 | $20,082 | $5,020 | $179,908 | $44,977 | $0 | $0 |
| MURRAY BOGNOVITZ | ||||||||||||||
| DIRECTOR OF INFORMATION TECHNOLOGY | $211,354 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $8,539 | $0 | $219,893 | $0 | $0 | $0 |
| PATRICK ARMAND GONTARD | ||||||||||||||
| DIR OF SAN FRANCISCO BALLET SCHOOL | $188,972 | $0 | $0 | $0 | $0 | $0 | $5,669 | $0 | $8,005 | $0 | $202,646 | $0 | $0 | $0 |
| DEBRA ANN BERNARD | ||||||||||||||
| GENERAL MANAGER (THRU 10/21) | $185,635 | $0 | $0 | $0 | $0 | $0 | $5,631 | $0 | $7,364 | $0 | $198,630 | $0 | $0 | $0 |
| FRANCES FLAHERTY | ||||||||||||||
| PRINCIPAL DANCER | $162,807 | $0 | $0 | $0 | $0 | $0 | $20,983 | $0 | $14,614 | $0 | $198,404 | $0 | $0 | $0 |
| SASHA E DE SOLA | ||||||||||||||
| PRINCIPAL DANCER | $154,996 | $0 | $0 | $0 | $0 | $0 | $18,599 | $0 | $7,527 | $0 | $181,122 | $0 | $0 | $0 |
| ANGELO GRECO | ||||||||||||||
| PRINCIPAL DANCER | $154,931 | $0 | $0 | $0 | $0 | $0 | $18,592 | $0 | $7,450 | $0 | $180,973 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST CLASS/CHARTER TRAVEL & TRAVEL FOR COMPANIONS SAN FRANCISCO BALLET ASSOCIATION REQUIRES THE ARTISTIC DIRECTOR TO MAINTAIN CONTACT WITH AND KNOWLEDGE OF ARTISTIC DEVELOPMENTS IN THE FIELD OF MODERN DANCE AND BALLET, AS WELL AS OTHER RELATED ART FORMS. IN FULFILLMENT OF THIS RESPONSIBILITY, IT IS IN THE ASSOCIATION'S INTEREST AND THE ASSOCIATION REQUESTS THAT THE ARTISTIC DIRECTOR MAKE TRIPS TO NATIONAL DANCE CENTERS SUCH AS NEW YORK OR OTHER PLACES AS DEEMED APPROPRIATE, AND AT LEAST ONE TRIP TO EUROPE EACH YEAR. FIRST CLASS AIR TRAVEL IS APPROVED FOR THESE BUSINESS-RELATED TRAVELS BY THE EXECUTIVE DIRECTOR OR THE GENERAL MANAGER. NONE OF THE BENEFIT WAS TREATED AS TAXABLE COMPENSATION. FIRST CLASS AIR TRAVEL FOR THE ARTISTIC DIRECTOR'S SPOUSE IS PROVIDED AS THE ARTISTIC DIRECTOR'S SPOUSE IS AN INTEGRAL PART OF THE ARTISTIC DIRECTOR'S ARTISTIC KNOWLEDGE GATHERING PROCESS AND HAS SERVED AS HIS CONFIDANTE AND ADVISOR IN THE DIRECTION AND DEVELOPMENT OF THE SAN FRANCISCO BALLET FOR THREE DECADES. THE ARTISTIC DIRECTOR'S SPOUSE HAS RECEIVED THE DISTINGUISHED LEW CHRISTENSEN MEDAL OF HONOR WHICH HONORS THOSE INDIVIDUALS WHO HAVE LEFT AN INDELIBLE MARK ON THE HISTORY OF THE SAN FRANCISCO BALLET. NONE OF THE BENEFIT WAS TREATED AS TAXABLE COMPENSATION. |
| PART I, LINE 4A | THE FOLLOWING FORMER OFFICER RECEIVED A SEVERANCE PAYMENT. THE SEVERANCE PAYMENTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B(III) AS OTHER REPORTABLE COMPENSATION: KELLEY TWEEDDALE $204,875 |
| PART I, LINE 8 | SAN FRANCISCO BALLET ASSOCIATION ENTERED INTO AN INITIAL CONTRACT WITH KELLY TWEEDDALE IN HER PRIOR ROLE AS EXECUTIVE DIRECTOR. THE CONTRACT WAS REVIEWED AND APPROVED WITH CONTEMPORANEOUS DOCUMENTATION BY THE BOARD ON MAY 22, 2019. |
| PART II: | POST-RETIREMENT ARRANGEMENT ONE OF THE INDIVIDUALS HAS A POST-RETIREMENT ARRANGEMENT AS PART OF THEIR EMPLOYMENT AGREEMENT WHICH PROVIDES FOR SALARY CONTINUANCE FOR A FIXED PERIOD OF TIME DEPENDENT ON THE NUMBER OF YEARS SERVED UNDER THE AGREEMENT AND IN THE ABSENCE OF CERTAIN TYPES OF POST-RETIREMENT EMPLOYMENT AND BENEFITS AVAILABLE TO THE EMPLOYEE AND FOR EMPLOYEE AND SPOUSAL HEALTH BENEFITS. |
| PART II, COLUMN (C): | THE AMOUNT FOR HELGI TOMASSON IN COLUMN (C) FOR RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES A LOSS IN VALUE OF DEFERRED COMPENSATION THAT OCCURED DURING THE YEAR. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CA INFRASTRUCTURE AND ECON DEVELOPMENT BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 630304653 | BondIssuerEIN |
| Bond Issued | 2013-06-06 | BondIssuedDt |
| Issue Price | $44,510,000 | IssuePriceAmt |
| Purpose | 2013 A, B, C, D REFUNDING OF SERIES 2010 & 2008 BONDS & COVER ISSUANCE COST | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $15,181,075 | RetiredAmt |
| Total Proceeds | $44,510,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $464,754 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $44,045,246 | OtherSpentProceedsAmt |
| Substantial Completion | 2009 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN CHASE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 25.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIK TOMASSON | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE PART V | RelationshipDescriptionTxt |
| Transaction | $85,231 | TransactionAmt |
| Transaction | SEE PART V | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | (A) NAME OF PERSON: ERIK TOMASSON(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:FATHER IS TRUSTEE/ARTISTIC DIRECTOR(D) DESCRIPTION OF TRANSACTION: PAYMENT FOR CONTRACT SERVICESSCHEDULE L, PART IV:ERIK TOMASSON'S RELATIONSHIP TO HIS FATHER HAS NO BEARING ON HIS CONTRACT WITH THE ASSOCIATION, AND HIS COMPENSATION IS REVIEWED AND DETERMINED TO BE FAIR AND REASONABLE FOR THE SERVICES HE PERFORMS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 51 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,646,795 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | EVNT DONATION | Desc |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $164,327 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | FOR CONTRIBUTIONS OF SECURITIES, SUCH AS PUBLICLY TRADED STOCK, THE ASSOCIATION TREATS EACH SEPARATE GIFT AS AN ITEM FOR THIS PURPOSE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | SAN FRANCISCO BALLET, LONG RECOGNIZED FOR PUSHING BOUNDARIES IN DANCE, HAS A HISTORY OF MAKING HISTORY. FOUNDED IN 1933, WE STAGED THE FIRST FULL-LENGTH AMERICAN PRODUCTIONS OF COPPLIA (1938) AND SWAN LAKE (1940) AND IN 1944, WE LAUNCHED AN ANNUAL HOLIDAY TRADITION WHEN WE PRODUCED THE FIRST FULL-LENGTH PRODUCTION OF NUTCRACKER IN THE US. SAN FRANCISCO BALLET IS AMERICA'S OLDEST PROFESSIONAL BALLET COMPANY AND ONE OF THE THREE LARGEST BALLET COMPANIES IN THE UNITED STATES. THE MISSION OF THE BALLET IS TO SHARE THE JOY OF DANCE WITH ITS COMMUNITY AND AROUND THE GLOBE AND TO PROVIDE THE HIGHEST CALIBER OF DANCE TRAINING IN ITS SCHOOL. LED BY ARTISTIC DIRECTOR AND PRINCIPAL CHOREOGRAPHER, HELGI TOMASSON, SF BALLET IS ACCOMPANIED BY ITS OWN ORCHESTRA AND OPERATES ONE OF THE COUNTRY'S MOST PRESTIGIOUS SCHOOLS OF BALLET. TODAY WE BUILD ON OUR HERITAGE OF COMMISSIONING GROUNDBREAKING DANCE FROM TODAY'S TOP CHOREOGRAPHERS, BY UNCOVERING NEW CHOREOGRAPHIC TALENT, AND BY STAGING MODERN CLASSICS AND THE WORKS THAT MAKE UP THE CANON OF CLASSIC BALLET. OUR APPROACH DEFINES BALLET IN THE 21ST CENTURY AND IT MAKES SAN FRANCISCO BALLET THE ESSENTIAL PLACE TO SEE THE MOST ADVENTUROUS DANCE IN AMERICA. GUIDED IN ITS EARLY YEARS BY AMERICAN DANCE PIONEERS THE BROTHERS LEW, WILLAM, AND HAROLD CHRISTENSEN, SAN FRANCISCO BALLET HISTORICALLY PRESENTS AROUND 100 PERFORMANCES ANNUALLY, BOTH LOCALLY AND INTERNATIONALLY. |
| FORM 990, PART VI, SECTION A, LINE 2 | CARL PASCARELLA AND YURIE PASCARELLA - FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS OR STOCKHOLDERS ANY NATURAL PERSON SHALL BE ELIGIBLE TO BE A MEMBER OF THE ASSOCIATION (A "MEMBER") BUT NO LEGAL PERSON WHICH IS NOT A NATURAL PERSON, SUCH AS A FOUNDATION, TRUST, CORPORATION OR PARTNERSHIP, SHALL BE ELIGIBLE TO BE A MEMBER. A NATURAL PERSON MAY BECOME A MEMBER BY MAKING A MINIMUM CONTRIBUTION TO THE ASSOCIATION, THE AMOUNT OF SUCH MINIMUM CONTRIBUTION TO BE DETERMINED FROM TIME TO TIME BY RESOLUTION OF THE BOARD. IN THE CASE OF A CONTRIBUTION IN PROPERTY, THE DETERMINATION OF THE BOARD OR A COMMITTEE OF THE BOARD, SUBCOMMITTEE, ADVISORY COMMITTEE OR OTHER PERSON TO WHOM THIS RESPONSIBILITY IS DELEGATED BY THE BOARD, AS TO THE VALUE OF THE PROPERTY FOR MEMBERSHIP PURPOSES SHALL BE CONCLUSIVE. THE BOARD MAY IN ITS DISCRETION WAIVE THE MINIMUM CONTRIBUTION IN THE CASE OF A PERSON WHO HAS MADE INTANGIBLE CONTRIBUTIONS TO THE ASSOCIATION IN THE PAST. THE TERM FOR EACH MEMBER AS A MEMBER SHALL COMMENCE WHEN THE PERSON MAKES THE REQUISITE CONTRIBUTION TO THE ASSOCIATION (OR THE CONTRIBUTION IS WAIVED) AND SHALL CONTINUE FOR A PERIOD OF 12 MONTHS THEREAFTER, AT THE EXPIRATION OF WHICH PERIOD IT SHALL EXPIRE. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS STOCKHOLDERS WHO MAY ELECT TRUSTEES OF THE ASSOCIATION ARE ELECTED BY THE MEMBERS FOR A TERM OF THREE YEARS. |
| FORM 990, PART VI, SECTION A, LINE 7B | MEMBERS RIGHT TO VOTE MEMBERS SHALL HAVE, IN ADDITION TO ANY OTHER RIGHTS WHICH MAY BE GRANTED TO THEM UNDER THESE BY LAWS OR BY LAW, THE RIGHT TO VOTE (1) FOR THE ELECTION OF TRUSTEES, (2) ON A DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSOCIATION'S ASSETS, (3) ON A MERGER OF THE ASSOCIATION WITH ANOTHER CORPORATION, (4) ON A DISSOLUTION OF THE ASSOCIATION, (5) ON AN AMENDMENT OF THE ARTICLES OF INCORPORATION AND, (6) ON AN AMENDMENT OF THESE BY LAWS (UNLESS THE BY LAW AMENDMENT IS APPROVED BY THE BOARD ALONE IN ACCORDANCE WITH THE TERMS OF THE BY LAWS). |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS THE FORM 990 WAS PREPARED BASED ON AUDITED FINANCIAL STATEMENTS BY AN INDEPENDENT ACCOUNTING FIRM, WHICH WAS THEN REVIEWED BY FINANCE MANAGEMENT. THE ASSOCIATION PROVIDED A COMPLETE COPY OF THIS FORM TO ALL MEMBERS OF ITS GOVERNING BODY WITH A REDACTION OF DONOR NAMES AND ADDRESSES FROM FORM 990, SCHEDULE B, AT THE REQUEST OF THE DONOR. THE FORM 990 WAS REVIEWED AND APPROVED AT A MEETING OF THE AUDIT COMMITTEE. SUBSEQUENT TO THAT REVIEW, THE FORM 990 WAS POSTED TO THE ASSOCIATION'S TRUSTEE INTRANET WEBSITE AND TRUSTEES WERE NOTIFIED IN WRITING OF THE AVAILABILITY OF THE FORM 990 FOR THEIR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | WRITTEN CONFLICT OF INTEREST POLICY QUESTIONNAIRES ARE ISSUED ANNUALLY TO ALL EMPLOYEES, TRUSTEES AND OTHERS WHO HAVE AN ANNUAL REPORTING REQUIREMENT UNDER THE POLICY. RESPONSES ARE MONITORED AND OUTSTANDING FORMS ARE FOLLOWED UP ON UNTIL RECEIVED. UPON RECEIPT, THE FORM IS REVIEWED BY THE HR MANAGER (FOR EMPLOYEES) AND THE BOARD RELATIONS MANAGER (FOR TRUSTEES) FOR ANY KNOWN ISSUES OR RELATIONSHIPS THAT NEED TO BE HIGHLIGHTED. FORMS ARE FURTHER REVIEWED BY THE CFO. MATTERS REQUIRING ATTENTION ARE REPORTED TO THE EXECUTIVE DIRECTOR WHO MAY FURTHER REPORT THE MATTER TO THE BOARD CHAIR. PERSONS WITH A CONFLICT ARE RECUSED FROM DISCUSSIONS AND DO NOT VOTE ON RESOLUTIONS THAT PERTAIN DIRECTLY TO THEIR CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMINING COMPENSATION COMPENSATION AND BENEFITS FOR THE ASSOCIATION'S EXECUTIVE DIRECTOR AND CFO ARE NEGOTIATED WITH THE ASSOCIATION'S ASSESSMENT COMMITTEE ON AN ANNUAL BASIS. PERFORMANCE IS REVIEWED ON AN ANNUAL BASIS BY THE ASSESSMENT COMMITTEE AND DOCUMENTED VIA MEETING MINUTES BY THE BOARD ASSISTANT SECRETARY WITH RECOMMENDATIONS GIVEN TO THE BOARD. REVIEWS OCCUR (1) INITIALLY UPON THE HIRING, (2) WHENEVER THE TERM OF EMPLOYMENT, IF ANY, OF SUCH OFFICER IS RENEWED OR EXTENDED, AND (3) WHENEVER SUCH OFFICER'S COMPENSATION IS MODIFIED; PROVIDED, HOWEVER, THAT SEPARATE REVIEW AND APPROVAL PURSUANT TO CLAUSE (3) SHALL NOT BE REQUIRED IF A MODIFICATION OF COMPENSATION EXTENDS TO SUBSTANTIALLY ALL EMPLOYEES OF THE ASSOCIATION. WHEN REVIEWING COMPENSATION, THE ASSESSMENT COMMITTEE ALSO USES EXTERNAL COMPARISONS FOR SIMILAR POSITIONS AT SIMILAR ORGANIZATIONS OF SIMILAR SIZE THAT ARE AVAILABLE ONLINE. COMPENSATION AND BENEFITS FOR KEY EMPLOYEES ARE DETERMINED LARGELY ON WHETHER THEY ARE UNION OR NON-UNION EMPLOYEES. FOR UNION EMPLOYEES, COMPENSATION AND BENEFITS ARE BASED ON THE COLLECTIVE BARGAINING AGREEMENTS WHICH ARE REGULARLY RENEGOTIATED EVERY THREE TO FIVE YEARS (DEPENDING ON THE UNION). FOR NON-UNION EMPLOYEES, COMPENSATION AND BENEFITS ARE NEGOTIATED ON AN INDIVIDUAL BASIS UPON INITIAL HIRE WITH ANNUAL PERFORMANCE REVIEWS THEREAFTER DOCUMENTED WITH THE EMPLOYEE'S DIRECT SUPERVISOR USING THE ORGANIZATION'S STANDARD FORMS ON AN ANNUAL/REGULAR BASIS. COMPENSATION FOR NON-UNION EMPLOYEES ARE REVIEWED USING EXTERNAL COMPARISONS FOR SIMILAR POSITIONS AT SIMILAR ORGANIZATIONS OF SIMILAR SIZE THAT ARE AVAILABLE ONLINE. |
| FORM 990, PART VI, SECTION C, LINE 19 | ORGANIZATION MADE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC DUE TO THE AGE OF THE ORGANIZATION, FORM 1023 IS CURRENTLY UNAVAILABLE FOR THE GENERAL PUBLIC AND THE ORGANIZATION IS EXEMPT FROM THE REQUIREMENT TO PROVIDE FORM 1023, AS IT WAS FILED PRIOR TO THE JULY 15, 1987 REQUIREMENT DATE. THE ORGANIZATION CURRENTLY MAKES ITS AUDITED FINANCIAL STATEMENTS FOR THE MOST RECENT TEN YEARS AND THE FORMS 990 FOR THE MOST RECENT THREE YEARS AVAILABLE TO THE PUBLIC VIA ITS WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE UPON REQUEST. |
| FORM 990, PART VII: | THE ARTISTIC DIRECTOR, HELGI TOMASSON, SERVES AS A MEMBER OF THE BOARD OF TRUSTEES OF THE ORGANIZATION. IN ADDITION TO THE ROLE AS TRUSTEE, THE ARTISTIC DIRECTOR IS ALSO A KEY EMPLOYEE, AND COMPENSATION INCLUDED ON PART VII RELATES SOLELY TO EMPLOYMENT WITH THE ORGANIZATION. COMPENSATION TO FORMER EXECUTIVE DIRECTOR, KELLY TWEEDDALE, REPRESENTS AMOUNTS PAID FOR HER ROLE AS AN EMPLOYEE IN CALENDAR YEAR 2021. THIS INDIVIDUAL DID NOT RECEIVE PAYMENTS IN THE FISCAL YEAR ENDED JUNE 30, 2022. |
| FORM 990, PART XI, LINE 9: | REVERSALS OF PRIOR YEAR GRANTS -22,470. UNREALIZED GAIN ON INTEREST RATE SWAP 3,122,459. CHANGE IN POST-RETIREMENT BENEFIT OBLIGATION 138,439. CHANGE IN DISCOUNT -34,434. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN FRANCISCO BALLET ENDOWMENT FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 FRANKLIN STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942747262 | EIN |
| Primary Activities | INVESTMENT OF ENDOWMENT FUNDS | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN FRANCISCO BALLET | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SAN FRANCISCO ENDOWMENT FOUNDATION | ||
| E | $29,363,001 | ACTUAL LOAN GUARANTEE BALANCE |
| SAN FRANCISCO ENDOWMENT FOUNDATION | ||
| C | $5,370,721 | ACTUAL OPERATING TRANSFER |
| SAN FRANCISCO ENDOWMENT FOUNDATION | ||
| O | $363,066 | ACTUAL SALARY, BENEFITS & TAXES |
| SAN FRANCISCO ENDOWMENT FOUNDATION | ||
| Q | $241,850 | ACTUAL EXPENSE REIMBURSEMENT |